Engage Clients Meaningfully

Take Your Planning Business to the Next Level

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Learn how eMoney can help you:

  • Grow your book of business through financial planning
  • Engage clients more meaningfully
  • Plan across the client lifecycle
  • Manage your practice more efficiently
  • Streamline your technology

Take Your Planning Relationships
to the Next Level

With the award-winning eMoney Client Portal, you can provide clients with a real-time,
on-demand financial experience, keeping you at the forefront of digital trends.

You'll have access to a variety of tools to help you be successful:

  • Client Portal
  • Account Aggregation
  • Spending & Budgeting
  • Mobile Access
  • Alerts & Tasks
  • Screen Sharing
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of eMoney clients say their clients are more satisfied because of eMoney

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of eMoney clients say they saw an improvement in attracting new clients since using eMoney

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of eMoney clients have seen an improvement in client retention since using eMoney

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of eMoney clients saw an improvement in increased revenue since using eMoney

Source: eMoney ROI Survey, Tech Validate, March-April 2019, n=343

Request Your Custom Demo to Take Your
Planning Business to the Next Level

Request Demo